Among those he talked to is Art Theft Central's Mark Durney, who says "says the experts he's talked with see a number of curious aspects to the case":
"Durney points out that it's unusual, though not inconceivable, that a collection worth as much as $80 million would have been as little known as this one was. He also notes that the Pollock ... has never been put up for auction or public sale, so it's hard to judge its value. And last, he joins ex-FBI agent McShane in noting that it wouldn't make sense for collectors of this caliber to go without insurance, particularly when they are moving art."
Greg Allen has some further thoughts (see also here).